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DOC

PHYSICIANS REALTY TRUST

Delisted

DOC was delisted on the 29th of February, 2024.

352 hedge funds and large institutions have $3.22B invested in PHYSICIANS REALTY TRUST in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 161 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

462% more call options, than puts

Call options by funds: $4.93M | Put options by funds: $878K

55% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 104

2% less funds holding

Funds holding: 360352 (-8)

6% less capital invested

Capital invested by funds: $3.41B → $3.22B (-$191M)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
352
Holders Change
-8
Holders Change %
-2.22%
% of All Funds
5.53%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
29
Increased
161
Reduced
104
Closed
33
Calls
$4.93M
Puts
$878K
Net Calls
+$4.05M
Net Calls Change
-$753K
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
326
Trust Company of Vermont
Vermont
$7K -$5.66K -398 -44%
NSIM
327
North Star Investment Management
Illinois
$7K
EWA
328
EverSource Wealth Advisors
Alabama
$6.04K +$4.04K +284 +192%
CMP
329
Coston McIsaac & Partners
Maine
$6K +$99 +7 +2%
ETC
330
Exchange Traded Concepts
Oklahoma
$5.68K -$3.5K -246 -38%
HPC
331
HM Payson & Co
Maine
$5.6K
FRA
332
Front Row Advisors
California
$5K +$242 +17 +5%
PO
333
Private Ocean
California
$4.76K
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$4.25K +$2.64K +186 +158%
CSPIA
335
Cary Street Partners Investment Advisory
Virginia
$3.64K
HFS
336
Hantz Financial Services
Michigan
$3K
BIA
337
Bell Investment Advisors
California
$2.71K +$1.02K +72 +59%
GWS
338
Glassman Wealth Services
Virginia
$2.34K +$781 +55 +49%
SIC
339
SJS Investment Consulting
Ohio
$2.14K +$28 +2 +1%
Bessemer Group
340
Bessemer Group
New Jersey
$2K +$2.44K +172 New
IA
341
IFP Advisors
Florida
$1.93K +$710 +50 +57%
FMII
342
Farmers & Merchants Investments Inc
Nebraska
$1.44K
MRCM
343
M&R Capital Management
New Jersey
$1.4K
WT
344
Washington Trust
Rhode Island
$1.31K -$28 -2 -2%
C
345
Covestor
United Kingdom
$1K -$128 -9 -18%
CPG
346
Cornerstone Planning Group
New Jersey
$867 +$881 +62 New
VCM
347
Versant Capital Management
Arizona
$266
CA
348
Crewe Advisors
Utah
$154 +$156 +11 New
ANBT
349
American National Bank & Trust
Texas
$140
OP
350
ORG Partners
Indiana
$70 +$71 +5 New

DOC Hedge Fund Activity: Q2 2023 in Review

352 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PHYSICIANS REALTY TRUST (DOC) for Q2 2023, worth a combined $3.22B — down 5.6% from $3.41B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of DOC and 29 opened new positions — a net loss of 4 holders — while 104 trimmed existing stakes and 161 added.

The largest buyer was BlackRock, adding an estimated $21.5M. The largest seller was Van Lanschot Kempen Investment Management, cutting an estimated $11.1M.

  • 352 institutional investors held PHYSICIANS REALTY TRUST (DOC) as of Q2 2023, down from 360 in Q1 2023.
  • Funds reported $3.22B of PHYSICIANS REALTY TRUST stock for Q2 2023, down 5.6% quarter-over-quarter.
  • 29 funds opened new PHYSICIANS REALTY TRUST positions in Q2 2023 and 33 closed out, a net change of -4 holders.
  • The largest PHYSICIANS REALTY TRUST buyer in Q2 2023 was BlackRock, an estimated $21.5M added.
  • The largest PHYSICIANS REALTY TRUST seller in Q2 2023 was Van Lanschot Kempen Investment Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2023.